Use cases

Quote requests captured completely, the first time

The agent asks every question your estimator needs, sends the caller a confirmation and hands your team a request they can price without calling back.

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The problem

"Can I get a quote?" is the call tradespeople, movers and workshops want most and handle worst. Taken on a mobile between jobs, the details are half-captured and the call-back to fill the gaps often never happens.

Customers request quotes from three companies; the first complete answer usually wins.

How the agent handles it

1
You list what a quote needs: for a mover, rooms and floors and dates; for a garage, make, model, year and symptom; for a lawyer, matter type and urgency.
2
The agent collects every item conversationally, confirms the address and contact details, and asks permission to send photos by WhatsApp when useful.
3
The request is emailed to your estimator or added to your CRM and sheet, complete and structured.
4
Simple quotes can be given on the call from a price list you provide; complex ones get a promised response time.

Example call

Caller
Hi, I need a quote to move a three-bedroom apartment from Marina to Mirdif.
Agent
Happy to help. Which floor are you on now, and is there a lift at both ends?
Caller
Fourteenth floor with a lift. Mirdif is a villa, ground floor.
Agent
Thanks. Roughly how many boxes, and any large items like a piano or wardrobes to dismantle? And when are you planning to move?
Caller
About forty boxes, two wardrobes, the last weekend of the month.
Agent
Got it. I'll send this to our estimator and you'll have a quote by email within two hours. Could I take your email and name?

What you get

Complete quote requests without a second call
Faster quotes, which win more jobs
Every request logged in your CRM or sheet with the caller's details
Estimators pricing instead of phoning

Tools this use case connects to

GmailVerifiedEmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with other G…HubSpotVerifiedCRM & salesHubSpot is an inbound marketing, sales, and customer service platform integrating CRM, email automation, and analytics…Google SheetsVerifiedSpreadsheets & databasesGoogle Sheets is a cloud-based spreadsheet tool enabling real-time collaboration, data analysis, and integration with…ZohoVerifiedCRM & salesZoho is a suite of cloud applications including CRM, email marketing, and collaboration tools, enabling businesses to…WhatsAppMessaging & team chatEnables interaction with customers through the WhatsApp Business API for messaging and automation. Only supports…

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Industries

What it costs

This use case fits the Starter plan at $49/month, with 150 minutes and 1 phone number included included. Beyond that, calls cost $0.25/min for standard voices. No contracts. Integrations are included from the Growth plan.

See pricing

Can the agent give prices itself?

For standard services, yes: give it a price list and rules. For anything that needs judgement it collects the details and promises a response time.

Can it receive photos?

It can ask the caller to send photos to your WhatsApp or email and note that they are expected.

Which plan?

Starter covers capturing requests and emailing them. Growth adds CRM and messaging integrations.